JFG

JDM Financial Group Portfolio holdings

AUM $212M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$140K
3
+$24K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$13.8K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.8K

Top Sells

1
+$676K
2
+$368K
3
+$293K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$268K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$205K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 0.46%
3 Healthcare 0.44%
4 Energy 0.43%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39.1K 0.04%
232
77
$38.2K 0.04%
166
78
$37.1K 0.03%
185
79
$35.1K 0.03%
377
80
$32.7K 0.03%
610
+2
81
$31.9K 0.03%
600
82
$31.8K 0.03%
209
83
$31.4K 0.03%
606
+4
84
$30.2K 0.03%
412
85
$30K 0.03%
340
86
$28.3K 0.03%
178
87
$27.7K 0.03%
383
88
$26.6K 0.02%
155
89
$26K 0.02%
2,370
90
$25.5K 0.02%
164
91
$23.6K 0.02%
534
92
$23.3K 0.02%
77
93
$23.2K 0.02%
240
94
$22.8K 0.02%
1,618
+23
95
$21.7K 0.02%
1,280
96
$21.3K 0.02%
100
97
$19K 0.02%
465
98
$17.7K 0.02%
95
-95
99
$17.7K 0.02%
178
+8
100
$17.5K 0.02%
168
2 3
4
5 6